BUSINESS
Aditya Birla Capital: Recalibrating growth in unsecured loans
NBFC portfolio to double in size in the next three years with key growth drivers in place
BUSINESS
Why Nestle India is a long-term play on consumption
Demand revival, capex push, and stable commodity prices to drive growth
BUSINESS
Suryoday Small Finance Bank: Why this stock is for the risk-takers
Return on asset stable, but core assets remain stressed
BUSINESS
Emami: Delayed winter and subdued rural markets impacted performance
Rural recovery needs to be watched in the near term
BUSINESS
Tata Consumer Products: Resilient performance of new businesses with margin beat
Premium products, operating leverage, and merger synergies to aid further growth
BUSINESS
Britannia Industries: Volume growth top priority as margin peaks
The biscuit maker gained market share in Q3 and maintained high margins despite intense competition
BUSINESS
Should you consider the IPO of Jana Small Finance Bank?
The IPO is priced attractively and there are levers for improvement in return ratios
BUSINESS
Varun Beverages: Capacity addition to drive growth
Company derives maximum revenues and profitability in the April-June quarter
BUSINESS
Housing gets a boost in election Budget
PMAY gets higher allocation which should be beneficial for affordable housing
BUSINESS
Dabur India: Cautiously optimistic
Rural market recovery and higher growth from healthcare verticals are the key factors to watch for
BUSINESS
Mahindra Finance: Healthy Q3FY24 performance, with asset quality in focus
Risk-calibrated growth will be key in hitting target RoA
BUSINESS
Cholamandalam Investment: Q3 margin stable on better asset mix
Healthy loan growth, stable margins, and better asset quality improve return ratios
BUSINESS
Marico: Core categories remain subdued
Foods and Premium portfolios to outperform core categories
BUSINESS
Shriram Finance: Merger synergies drive asset growth
Elevated operating and credit cost weighed on Q3 earnings growth.
BUSINESS
Home First Finance: In-line Q3 profit with encouraging loan growth target
Q3 growth momentum continued with stable spreads and asset quality
BUSINESS
Will banks face margin pressure with deposit slackness continuing in Q3?
With asset quality holding up, the key determinant of banks’ profit will be margins and operating efficiency in H2 FY24. In this context, deposit growth trend is very crucial
BUSINESS
Utkarsh Small Finance Bank: After a strong listing, is it still a good bet?
Stable margins, lower credit cost, and operating leverage to support return on assets.
BUSINESS
S. Chand: This publishing stock has a long-term growth imprint
A worthy bet on the education sector with a brand value
BUSINESS
Suryoday Small Finance Bank: Why this stock is for risk-takers
Portfolio diversification, lower credit cost and operating leverage remain key drivers to ROA
BUSINESS
Ethanol rule tweak — Is it a big relief?
The revised allocation of sugarcane for ethanol production is likely to have marginal impact
BUSINESS
India Shelter Finance: Should investors consider this housing finance IPO?
Strong sectoral tailwinds, large under-penetration, and increasing government initiatives augur well for the company
BUSINESS
Ethanol’s importance in powering Aatmanirbhar Bharat
The govt has directed sugar mills and distilleries to halt the use of sugarcane juice/sugar syrup for ethanol production in ethanol supply year 2023-24. Here are the reasons and the benefits.
BUSINESS
The big squeeze: Government curb renders sugar stocks tasteless
The ban on the use of sugarcane juice for ethanol is a double whammy for distilleries grappling with the suspension of rice supply
BUSINESS
Why is Navneet Education in focus despite weak results?
Margin contraction was on account of higher input cost and lower volumes
